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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2006
- Office Locations
- 2
Office Locations
About OAK Lane Advisors
Oak Lane Advisors (Wealth Navigation, LLC, an SEC-registered RIA) builds customized portfolios and financial plans around clients’ lifestyle goals and risk tolerance, including retirement, tax/estate planning, and insurance. The team uses software to stress-test retirement plans under worst-case scenarios and provides access to alternative investment opportunities for diversification alongside traditional strategies. Custody is primarily through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ADAM CRAIG FISHER
Advisor, Managing Partner
- CRD
- #5231886
- Ownership
- Less than 5%
MICHAEL SCOTT JONES
Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #4966708
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSEPH SCOTT CANNON
Wealth Management Advisor
- CRD
- #4512257
JASON DONALD CAPERTON
--
- CRD
- #4159340
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,214,007 | $176,230 |
| Non-Discretionary | $67,736 | $67,736 |
| Total | $446,281,743 | $176,187 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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